Be the First Lender to Call Every Rate Shopper.
LenderSolutions gives mortgage lenders and loan officers an AI front desk, instant rate-shopper follow-up, and borrower pipelines that run alongside the CRM and LOS you already use — so you win the speed-to-lead race and never let a borrower slip to another lender.
14-day money-back guarantee · No long-term contracts · Works with Surefire, BNTouch, Jungo, Floify & more
You Close Loans — You Shouldn't Be Glued to Your Phone.
Most loan officers don't lose deals to a lack of leads. They lose them in the gap between when a rate shopper inquires and when someone actually calls back. Here's where it leaks:
- Rate shoppers calling three other lenders before you ring back
- After-hours and weekend inquiries landing in voicemail
- Pre-approved borrowers going cold between approval and contract
- Realtor referral partners you never have time to nurture
- Past clients not reached when rates drop for a refi
- No consistent pipeline of purchase & refi leads
One System to Win the Borrower, Work the Pipeline & Keep Your Partners
Every tool below is set up, branded, and managed for you — and connects to the CRM and phone numbers you already use.
AI Front Desk
AI that responds to every rate-shopper and web lead in seconds — by text and voice — answering questions, qualifying, and booking calls 24/7 so you're always first to respond.
Web · Email · SMS · Calls 🎧 Try the Voice AI →Voice AI & IVR
A business phone system with Voice AI that answers borrower and partner calls, qualifies them, and books your calendar — 24/7, including nights and weekends.
Voice AI Call Handling 🎧 Try the Voice AI →Past-Client & Refi Reactivation
Automated nurture that watches your database and reactivates past clients for refis, renewals, and referrals — money sitting in your CRM that never gets worked.
Refi & Referral EngineBorrower & Loan Pipelines
Visual pipelines that track every borrower from inquiry through pre-approval, application, and clear-to-close — so no file stalls and no loan walks away.
Inquiry → App → CloseManaged Loan Assistant (VA)
An elite, vetted virtual assistant — placed and managed by OneSpot — to handle lead follow-up, document chasing, status updates, and admin like a loan partner/LOA, at a fraction of the cost.
Placed & Managed For YouPurchase & Refi Lead Ads
Done-for-you advertising and lead management that fills your pipeline with purchase and refi leads — captured, routed, and followed up automatically.
Ads + Lead ManagementDon't Take Our Word for It — Hear the AI Answer.
Click below and our Voice AI will ask you a few quick questions — exactly the way it would greet and qualify a borrower calling your business. Talk to it like it's a real call.
📞 Call the Voice AI — (888) 828-8414Call now and have a real conversation — it answers, qualifies, and books just like it would for your business.
Your CRM Stays. We Make It Respond Instantly.
You've already built your pipeline in the CRM and LOS you trust. LenderSolutions doesn't replace them — it sits alongside them as your speed-to-lead and communication layer, so every new borrower gets an instant response while your systems stay your source of truth.
- Instant auto-response to web & portal leads
- One inbox for calls, SMS, email, and web chat
- Two-way sync of contacts & activity where supported
- Smart routing for purchase vs. refi vs. partner leads
Works alongside Surefire · BNTouch · Jungo · Floify · Velocify · Arive & more.
Speed to Lead Wins Loans
Loan officers who respond within 5 minutes are far more likely to win the borrower than those who wait. LenderSolutions makes that response automatic — day or night.
Get StartedUp and Running in Days, Not Months
Discovery
A short call to map your lead sources, your follow-up, and the CRM and numbers you already use.
Connect
We stand up your LenderSolutions workspace and connect it alongside your CRM, LOS, and phone numbers.
Launch
AI call & text, IVR, pipelines, and your managed assistant go live — branded to you.
Grow
Optional ads fill your pipeline while we track every lead, call, and conversion.
Choose Your Plan. Add What You Need.
No long-term contracts. Every plan is backed by our 14-day money-back guarantee — and your setup fee is waived when you start today.
Essentials
$997 setup (Waived if You Start Today)
Everything you need to capture, respond to, and convert every borrower lead.
- Lender CRM workspace
- Business phone + IVR menu
- Unified inbox: SMS, email & web chat
- Borrower & loan pipelines
- Review & reputation management
- Automated follow-up workflows
Pro · AI-Powered
$1,997 setup (Waived if You Start Today)
Everything in Essentials, plus AI that works your phones and follow-ups 24/7.
- Everything in Essentials
- Voice AI call handling, 24/7
- AI web, email & SMS responder
- Past-client & refi reactivation
- Advanced borrower pipelines
- Reporting & conversion analytics
Custom
Tailored plan & pricing
For branches, teams & multi-LO operations that need a custom build, added seats, or specialized services.
- Everything in Pro
- Multi-user / team setup
- Custom integrations & workflows
- Dedicated account management
- Volume & partner pricing
OneSpot EMVA™ — Elite Managed Virtual Assistant Placement
Add a trained, fully-managed assistant (think loan partner / LOA) to your team — without the hiring, payroll, or HR. We source, vet, train, supervise, and manage them. You just hand off the work.
- They're our team, not your payroll — no W-2, benefits, or employer liability
- We recruit, train, onboard & quality-control every assistant
- Underperforming? We handle coaching and free replacements
- Dedicated Account Manager · escalations answered within 24 hours
- Secure by default — MFA, password managers, no credential sharing
- Perfect for lead follow-up, document chasing & loan admin
for 40 hrs/week · scoped to your hours via a simple Statement of Work
Request a VA MatchOneSpot Ads Manager
Done-for-you purchase & refi lead generation. Minimum ad spend $1,500/mo; we recommend $3,000/mo (~$100/day) for steady pipeline.
CRM Connect
Add-on when you want LenderSolutions connected alongside an existing mortgage CRM/LOS with smart lead routing.
All plans are month-to-month. Mix and match add-ons as your business grows.
Know Another Loan Officer Who Needs This? Get Paid — Generously.
Our best clients come from people who already trust us. So we share the upside. Refer a loan officer or branch, and when they become a client, you both win.
Cash to you for every referral that becomes a paying client (after 60 days active).
Recurring — earn 5% of their monthly plan for as long as they stay. Real residual income.
Setup fee for the loan officer you refer — their onboarding fee is waived as a thank-you from you.
No cap on referrals. Payouts begin once your referral completes 60 days as an active client.
Built for How Mortgage Actually Runs
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"[Replace with a real quote — e.g. how refi reactivation surfaced past-client refis, or what the managed loan assistant freed up.]"
↑ Placeholder quotes — swap in real testimonials before publishing.
Frequently Asked
Do I have to replace my current CRM or LOS?
How fast does it respond to new leads?
Will the AI quote rates or make commitments?
What does the managed assistant do?
How is the advertising priced?
Am I locked into a contract?
The Loan Officer's Speed-to-Lead Guide.
Not ready to start yet? Grab our free guide — the follow-up systems top loan officers use to beat other lenders to every rate shopper and keep their pipeline full.
- Why responding in 5 minutes beats every other lender
- Rate-shopper text & call scripts that book the appointment
- How to reactivate past clients for refis when rates drop
Ready now instead? See plans & get started →
Send Me the Free Guide
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